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DTSTART;TZID=America/Los_Angeles:20241022T120000
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CREATED:20240917T114507Z
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UID:27285-1729598400-1729602000@cavalierassociates.com
SUMMARY:The Latest Trends in Estate & Corporate Planning with Justin Smith
DESCRIPTION:About the EventJoin Cavalier Associates for a private lunch event at Water Grill in Irvine.  Hear About an Exclusive Opportunity That 95% of Your Competitors Don’t Have Access To!  Gain insider access to indexed UL solutions and index strategies most advisors never hear about. Hear directly from leaders at Annexus about what sets their platform apart—and why now is the time to take a closer look. What You’ll Learn: Why partnering with Annexus can transform your practiceExclusive index strategies to help fund care planning more efficientlyHow and why Annexus selects its carrier partners—and why that matters to youFeatured Speakers: JT Bell\, Vice President\, Life Insurance Division for AnnexusJon Elder\, Life Sales Director\, AnnexusDavid Kopaloff\, Life Marketing Consultant\, Cavalier AssociatesHosted by: Cavalier Associates and John Hancock Life Insurance Company Don’t miss this opportunity to gain valuable insights and strategies to better serve your clients! Tuesday\, June 17\, 2025 from 12-1 pm Water Grill\, 3300 Bristol Street\, Costa Mesa\, CA 92626 Lunch Provided     \n\n        \n                    \n                    \n\n        \n        Questions about the event?Reach out to Chris Hogan: 805-409-4498 | Chris.Hogan@CavalierAssociates.com
URL:https://cavalierassociates.com/event/discussion-with-justin-smith-principal-of-balanced-strategies-and-president-of-strata-family-office-services/
LOCATION:Il Fornaio\, Irvine\, 18051 Von Karman Ave\, Irvine\, CA\, 92612
CATEGORIES:Cavalier Associates In-Person Events
ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com
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DTSTART;TZID=America/Los_Angeles:20241015T120000
DTEND;TZID=America/Los_Angeles:20241015T133000
DTSTAMP:20260506T034704
CREATED:20240917T114541Z
LAST-MODIFIED:20241015T222128Z
UID:27207-1728993600-1728999000@cavalierassociates.com
SUMMARY:Protecting Your Practice with Long-Term Care Featuring One America & Nationwide
DESCRIPTION:About the EventJoin Cavalier Associates for a private lunch event at Water Grill in Irvine.  Hear About an Exclusive Opportunity That 95% of Your Competitors Don’t Have Access To!  Gain insider access to indexed UL solutions and index strategies most advisors never hear about. Hear directly from leaders at Annexus about what sets their platform apart—and why now is the time to take a closer look. What You’ll Learn: Why partnering with Annexus can transform your practiceExclusive index strategies to help fund care planning more efficientlyHow and why Annexus selects its carrier partners—and why that matters to youFeatured Speakers: JT Bell\, Vice President\, Life Insurance Division for AnnexusJon Elder\, Life Sales Director\, AnnexusDavid Kopaloff\, Life Marketing Consultant\, Cavalier AssociatesHosted by: Cavalier Associates and John Hancock Life Insurance Company Don’t miss this opportunity to gain valuable insights and strategies to better serve your clients! Tuesday\, June 17\, 2025 from 12-1 pm Water Grill\, 3300 Bristol Street\, Costa Mesa\, CA 92626 Lunch Provided     \n\n        \n                    \n                    \n\n        \n        Questions about the event?Reach out to Chris Hogan: 805-409-4498 | Chris.Hogan@CavalierAssociates.com
URL:https://cavalierassociates.com/event/protecting-your-practice-with-long-term-care-featuring-one-america-nationwide/
LOCATION:Il Fornaio\, Irvine\, 18051 Von Karman Ave\, Irvine\, CA\, 92612
CATEGORIES:Cavalier Associates In-Person Events
ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com
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DTSTART;TZID=America/Los_Angeles:20240918T110000
DTEND;TZID=America/Los_Angeles:20240918T120000
DTSTAMP:20260506T034704
CREATED:20240909T121031Z
LAST-MODIFIED:20241009T182105Z
UID:27113-1726657200-1726660800@cavalierassociates.com
SUMMARY:Top Underwriting Niches with our Chief Underwriter Ken Turscak\, FALU\,FLMI\, ACS
DESCRIPTION:About the EventJoin Cavalier Associates for a private lunch event at Water Grill in Irvine.  Hear About an Exclusive Opportunity That 95% of Your Competitors Don’t Have Access To!  Gain insider access to indexed UL solutions and index strategies most advisors never hear about. Hear directly from leaders at Annexus about what sets their platform apart—and why now is the time to take a closer look. What You’ll Learn: Why partnering with Annexus can transform your practiceExclusive index strategies to help fund care planning more efficientlyHow and why Annexus selects its carrier partners—and why that matters to youFeatured Speakers: JT Bell\, Vice President\, Life Insurance Division for AnnexusJon Elder\, Life Sales Director\, AnnexusDavid Kopaloff\, Life Marketing Consultant\, Cavalier AssociatesHosted by: Cavalier Associates and John Hancock Life Insurance Company Don’t miss this opportunity to gain valuable insights and strategies to better serve your clients! Tuesday\, June 17\, 2025 from 12-1 pm Water Grill\, 3300 Bristol Street\, Costa Mesa\, CA 92626 Lunch Provided     \n\n        \n                    \n                    \n\n        \n        Questions about the event?Reach out to Chris Hogan: 805-409-4498 | Chris.Hogan@CavalierAssociates.com
URL:https://cavalierassociates.com/event/top-underwriting-niches-with-our-chief-underwriter-ken-turscak-faluflmi-acs/
CATEGORIES:Cavalier Associates Virtual Events
ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com
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DTSTART;TZID=America/Los_Angeles:20240912T120000
DTEND;TZID=America/Los_Angeles:20240912T133000
DTSTAMP:20260506T034704
CREATED:20240820T200041Z
LAST-MODIFIED:20241009T182025Z
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SUMMARY:Understanding the Impacts of the Tax Cuts & Jobs Act Sunset and the Connelly Decision
DESCRIPTION:About the EventJoin Cavalier Associates for a private lunch event at Water Grill in Irvine.  Hear About an Exclusive Opportunity That 95% of Your Competitors Don’t Have Access To!  Gain insider access to indexed UL solutions and index strategies most advisors never hear about. Hear directly from leaders at Annexus about what sets their platform apart—and why now is the time to take a closer look. What You’ll Learn: Why partnering with Annexus can transform your practiceExclusive index strategies to help fund care planning more efficientlyHow and why Annexus selects its carrier partners—and why that matters to youFeatured Speakers: JT Bell\, Vice President\, Life Insurance Division for AnnexusJon Elder\, Life Sales Director\, AnnexusDavid Kopaloff\, Life Marketing Consultant\, Cavalier AssociatesHosted by: Cavalier Associates and John Hancock Life Insurance Company Don’t miss this opportunity to gain valuable insights and strategies to better serve your clients! Tuesday\, June 17\, 2025 from 12-1 pm Water Grill\, 3300 Bristol Street\, Costa Mesa\, CA 92626 Lunch Provided     \n\n        \n                    \n                    \n\n        \n        Questions about the event?Reach out to Chris Hogan: 805-409-4498 | Chris.Hogan@CavalierAssociates.com
URL:https://cavalierassociates.com/event/understanding-the-impacts-of-the-tax-cuts-jobs-act-sunset-and-the-connelly-decision/
LOCATION:Pinstripes\, Canoga Park\, 21851 W. Victory Blvd\, Canoga Park\, 91303\, United States
CATEGORIES:Cavalier Associates In-Person Events
ORGANIZER;CN="Chris Hogan":MAILTO:Chris.Hogan@CavalierAssociates.com
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